Salesforce + Microsoft SharePoint
Add Sharepoint documents to Salesforce deals
Sometimes your most essential documents live in siloes. Now, sync Sharepoint documents to the corresponding lead, contact, or deals within Salesforce; and never again will you need to search between platforms.
Sometimes your most essential documents live in siloes. Now, sync Sharepoint documents to the corresponding lead, contact, or deals within Salesforce; and never again will you need to search between platforms.
- When this happens...
New or Updated FileTriggers when a File is created/updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add File to RecordAdds an existing file to an existing Record.
ActionWriteCreate a new record or update an existing record in your app.
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Info
File or folderRequired
Destination siteRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
SharePoint URLRequired
Allow editing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Parent folderRequired
Folder nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Template
List's nameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
FolderRequired
File's nameRequired
Should we overwrite the file?
New FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
FolderRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
FolderRequired
Include detailed metadata
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Info
File or folderRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
IdRequired
E Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
FileRequired
FolderRequired
Overwrite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesforce
Related categories
About Microsoft SharePoint
Related categories
Related Zap Templates
- Create new Microsoft SharePoint folders for each new Salesforce record
- Create new Microsoft SharePoint folders for updated Salesforce records
- Create list items in Microsoft SharePoint from new records in Salesforce
- Create Salesforce attachments from new Microsoft SharePoint files in folder
- Create list items in Microsoft SharePoint for every updated record in Salesforce